See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,655 | $72,277+1.9% | $101,248-27.3% | $79,858-7.8% |
| Participation rate | 48.4% | 68.5%-20.1pp | 75.8%-27.4pp | 69.6%-21.2pp |
| Annual return | 14.62% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $922 | $2,692-65.8% | $3,660-74.8% | $2,471-62.7% |
| Participant deferral / active EE | $1,790 | $3,282-45.4% | $4,370-59.0% | $3,740-52.1% |
| Admin fee / account holder | $600 | $4,400-86.4% | $5,945-89.9% | $5,306-88.7% |